Creative Planning’s Galiano Gold GAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-13,709
| Closed | -$10K | – | 2305 |
|
|
2021
Q4 | $10K | Hold |
13,709
| – | – | ﹤0.01% | 2056 |
|
|
2021
Q3 | $10K | Hold |
13,709
| – | – | ﹤0.01% | 2042 |
|
|
2021
Q2 | $15K | Hold |
13,709
| – | – | ﹤0.01% | 1959 |
|
|
2021
Q1 | $15K | Hold |
13,709
| – | – | ﹤0.01% | 2314 |
|
|
2020
Q4 | $15K | Hold |
13,709
| – | – | ﹤0.01% | 2091 |
|
|
2020
Q3 | $19K | Buy |
+13,709
| New | +$19K | ﹤0.01% | 1918 |
|
|
2017
Q3 | – | Sell |
-7,000
| Closed | -$11K | – | 2517 |
|
|
2017
Q2 | $11K | Hold |
7,000
| – | – | ﹤0.01% | 3527 |
|
|
2017
Q1 | $18K | Buy |
7,000
+2,100
| +43% | +$5.4K | ﹤0.01% | 3160 |
|
|
2016
Q4 | $15K | Buy |
4,900
+4,500
| +1,125% | +$13.8K | ﹤0.01% | 3224 |
|
|
2016
Q3 | $2K | Buy |
+400
| New | +$2K | ﹤0.01% | 4092 |
|
|
2015
Q2 | – | Sell |
-1,053
| Closed | -$2K | – | 1727 |
|
|
2015
Q1 | $2K | Sell |
1,053
-1,047
| -50% | -$1.99K | ﹤0.01% | 3765 |
|
|
2014
Q4 | $3K | Hold |
2,100
| – | – | ﹤0.01% | 3616 |
|
|
2014
Q3 | $4K | Buy |
+2,100
| New | +$4K | ﹤0.01% | 3321 |
|
|
2013
Q4 | – | Sell |
-3,000
| Closed | -$7K | – | 3365 |
|
|
2013
Q3 | $7K | Buy |
+3,000
| New | +$7K | ﹤0.01% | 2612 |
|